Institute for Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History

Institute for Wealth Management’s Portfolio VTC Stock Details VTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.2K	Buy	+888	New	+$68.2K	0.01%	794

Other funds holding VTC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SUCCESSION FINANCIAL, INC. Mckinney, Texas $105M AUM

North Dakota State Investment Board Bismarck, North Dakota $2.46B AUM

Institute for Wealth Management's VTC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Total Corporate Bond ETF (VTC) in Q2 2026: 888 shares worth $68.2K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings.

77 funds tracked by Wall St. Rank hold VTC as of Q2 2026.

Institute for Wealth Management held 888 shares of Vanguard Total Corporate Bond ETF worth $68.2K as of Q2 2026.
Vanguard Total Corporate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Total Corporate Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #794 holding.
77 funds tracked by Wall St. Rank held Vanguard Total Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.